Shade Tree Advisors Selects Private Wealth Systems for Multi-Asset, Multi-Custodial Investment Reporting and Data Management

Fast growing multi-family office selects fintech innovator to reduce operational costs and elevate client experience

CHARLOTTE, N.C., Feb. 22, 2018 /PRNewswire-iReach/ -- Private Wealth Systems, Inc., a global financial technology company that provides subscription based financial software and data management services to family offices, private banks, institutional asset managers, and ultra-high net worth individuals (UHNWI) today announced another multi-family office has selected its consolidated investment reporting platform for account aggregation, data management, performance calculation, and client reporting.

Private Wealth Systems will provide Shade Tree Advisors with a single, integrated consolidated client reporting platform in conjunction with its outsourced data reconciliation and management services that captures, consolidates, reconciles, calculates, and presents actionable and highly-personalized insights to drive better, more informed decision making.  Designed by industry veterans to support the sophisticated needs of the global private wealth industry, Private Wealth Systems' proprietary, private-cloud based platform supports the most complex entity structures, and aggregates financial data across every bank, manager, account, currency and asset type – from marketable securities, structured products, currencies, and derivatives, through to alternative assets (private equity, hedge funds, real estate, direct investments) and physical assets such as art and collectibles.

"After assessing many different investment reporting solutions available in the marketplace, we determined that Private Wealth Systems was the best fit for our firm", said Jesse George, President and Co-Founder of Shade Tree Advisors.  "Our firm serves a client base with complex balance sheets and it is critical that we can efficiently and accurately aggregate various sources of data.  Private Wealth Systems' deep understanding of our business needs and experience with data aggregation made them an ideal partner to solve those needs and facilitate our growth."

"We are excited to be working with Shade Tree Advisors to revolutionize how their private wealth advisors engage their clients in the management of sophisticated wealth," said Craig Pearson, CEO of Private Wealth Systems.  "As an independent multi-family office Shade Tree is experiencing significant demand, and our platform will help their team scale with information that is tax-level accurate, comprehensive enough to support every financial instrument and investment vehicle, timely enough to be relevant and actionable, and personalized to reflect the unique sophisticated views of each individual wealth owner regardless of size or complexity." 

About Private Wealth Systems, Inc.

Private Wealth Systems is a global financial technology that is revolutionizing the way private wealth is analyzed, reported, and managed.  With clients in the United States, Switzerland, U.A.E., Canada, Panama, and the United Kingdom, the company's cloud-based software provides family offices and investment managers with multi-asset, multi-bank, multi-currency account aggregation, data reconciliation, performance calculation, omni-channel client reporting.

For more information about Private Wealth Systems, visit https://privatewealthsystems.com or call US +1 980 500 3000.

Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations. We prioritize discretion and responsiveness while streamlining and safeguarding clients' financial affairs.

For more information about Shade Tree Advisors, visit http://www.shadetreeadvisors.com

Media Contact: Karla Jo Helms, JoTo PR, 727-777-4625, mradmin@jotopr.com

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SOURCE Private Wealth Systems, Inc.



2018

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Money, Science & Tech


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Computer Electronics, Banking & Financial Services


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